Associate Wealth Advisor
Nikhil Jeevaraj has worked in the financial services industry for over 4 years. He is passionate in assisting his clients in planning and achieving their dreams through empowering them to make effective financial decisions.
In 2015, Nikhil graduated from the University of Texas at Dallas with his bachelor’s degree in Finance. Outside of work, Nikhil is actively
involved within his community and his church. He also loves to travel with his wife Vi and enjoys spending time with his family and friends.
Getting To Know Nik
I graduated from
The University of Texas
in Dallas. I have a Bachelor's degree in Finance with concentration in Financial Management Services.
We start by talking about your hopes
and dreams. I want to know what
excites you, and what gets you out of bed in the morning!
I believe in
helping others, building relationships and making a difference in the local community.
Why I do what do
I am fortunate to offer financial security and am proud to be part of an organization that is for our clients not for profit.
Languages I speak
English & Malayalam